Wilson Naginey Group
at Waddell & Reed

CONNECT

Address:

36 British American Blvd. Ste 104
Latham, NY 12110

Phone:

518-452-5700/800-459-1611

Fax/Other:

518-452-6038

Craig Wilson, CMFC

Craig Wilson, CMFC

Financial Advisor

Welcome to my web site designed to provide you with the information and tools necessary to help you gain a better understanding of the financial concepts behind leading a balanced life. 

When we talk about the ways wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True wealth is all that money can't buy and death can't take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation -creativity paired with careful calculation.

As your trusted advisor, I am dedicated to helping you pursue a higher purpose for your wealth and design a lasting legacy for your family. I can offer deep industry knowledge, a wide range of services, investment strategies and a passion for serving you.

I have been a Financial Advisor for the past 20 years, starting out in 1996 with John Hancock before affiliating with Waddell & Reed in 2000 as an independent contractor. Over the past two decades, I have built a successful business based on helping clients pursue their financial goals.

I hope you take advantage of the website and visit often.

 

02/16

 

 

Phone 518-452-5700, option 1
Fax 518-452-6038